Delivering a smoother client experience
A refreshed, adviser‑first journey across onboarding and reporting
A great client experience should reflect the quality of your advice. It should feel connected, consistent, and easy, for both you and your clients. That’s why we’ve reshaped key parts of the Fundment experience to support the delivery of advice from onboarding through to reporting, with less friction and more control.
These enhancements build on a simple principle: every interaction should help move advice forward, not slow it down.
A smoother, more controlled onboarding experience
Client onboarding on any technology should feel like a natural extension of your service. Our new approach is designed to make that moment smooth, clear, and fully aligned with your firm.
More control for advisers
You can now manage the entire onboarding flow with greater precision. When everything is ready, Fundment automatically packages the required information into a single, clean communication for your client to review and sign digitally from their dashboard.
No more stitching together PDFs. No more multiple emails. No unnecessary back‑and‑forth.
Progress without delay
As soon as your client signs, you’re notified and the process moves forward instantly. It’s onboarding the way it should be: fast, consistent, and built around your workflow.
If you’d like to start using the new onboarding process, contact success@fundment.com
Reports that tell a clearer story
We’ve refreshed our reporting to make it clearer and easier to use in reviews and ongoing engagement. These updates begin with the reports advisers rely on most…
What’s new
New illustrations
New client financial summary
New fee instruction
New CGT report
Each report is designed to help advisers communicate more clearly and help clients understand their financial picture with confidence.
A clearer financial summary for clients
The new client financial summary brings together key information in one place, including:
Total Fundment account valuation
Individual account performance
Asset allocation
Geographical investment distribution
It gives clients a complete view of their portfolio without overwhelming them with detail.
More refreshed reports will follow.
Bonus: A new ‘light’ theme for easier sharing and printing
Advisers told us they wanted reports that were easier to share with clients and more friendly for printing. We’ve introduced a new ‘light’ theme to support that.
You can now choose between:
Our standard design: modern, bold, and consistent with the Fundment interface
A new ‘light’ theme: minimal, clean, and optimised for printing or external sharing
It’s a small change that makes a meaningful difference to how clients receive and engage with their information.
If you’d like to explore the new onboarding experience or learn more about the refreshed reports, reach out to success@fundment.com